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Video Transcript:

In the old days, you could rollover your IRA assets as often as you wanted to. Starting in 2015, the IRS limited IRA Rollovers to one rollover per year. This rule does not apply to Roth conversions or a rollover from a 401K Plan. The good news, Trustee-to-trustee transfers are still unlimited. So if you intend to move funds from one IRA to another, consider doing it via trustee-to-trustee transfer. This will help you avoid violating the new IRS rule. In addition, a trustee-to-trustee transfer also eliminates the potential for missing the IRA 60-day rollover deadline. To learn more about IRA Rollovers and the rules governing them, you can reach us at 949-474-8440.

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